Home
About Julie
Product
Shop
Events
Blog
Contact Us

© 2010 Julie Jones, Consulting Services.  
Site Design by Chelsea Clair Design
Hello, welcome to the Estate Documents Organizer, a master-planned, 3-ring binder with A-Z tabs and easy-fill forms.  I created this system for myself and my family to save time and stress in the estate management process. This modernized documents organizer includes the newly recognized field of digital assets--your "online life." Both my family and our professional advisors feel this is an invaluable tool. Emergency Preparedness and  peace of mind for the future are gifts I want to share with you.                

Click on the icons above, to see book sample forms.                             


Julie Jones, Consulting Services

Contact: 707-343-1252
info@estatedocsorganizer.com
Ask Questions

 Do You Have "Information Insurance"?
  
  
Can you answer this list of 7 questions TODAY?
 

  • Who is organizing your  affairs? Eventually, who is managing?  Are you leaving a Legacy?
 
  • What are the official documents you need?
 
  • Where are the important records LOCATED?
 
  • When should your personal information be accessible, by  whom?
 
  • Why prepare now and use professionals?
 
  • Which “time-savers” will your family inherit?
 
  • How can you start/ be ready for emergencies?
 
You need the "ESTATE DOCUMENTS ORGANIZER"
 
Take Action

Create "Facts on File Book" 
Find the Documents - Fast 

You have the best resource list and can organize 
YOUR LIFE STORY…NOW

  • Digital Assets: prepare an “online life" list of passwords and electronic records for income and expenses

  • Family and Pets: record all the information about loved ones

  • House/Property: complete estate planning documents

  • Investments: provide samples of statements for savings/income/expenses 

  • Legal Docs: create and file official papers and policies

  • Medical: ensure records are current, with “Directives”

  • Vehicles:  update records

COMPLETE YOUR PERSONAL RECORD NOTEBOOK